​There are other discussions in the Documentation section of Support that go over how to send out bulk e-mails and to create a customer list by manufacturer. In this discussion, I want to talk about how to create a list of your active customers, those with current sales, and a list of your customers over a certain dollar amount for marketing purposes.

Here are a couple of scenarios with instructions on how to set up the lists.

Scenario I. You want to notify your current, active customers about a management or sales rep change at your company and how it will affect them.

Questions:A. How do I put together a list of current, active customers?​B. How do I send a bulk e-mail to them?

Scenario II. You want to notify your current, active Heavenmade [a manufacturer you represent] customers, with sales over $25,000/year, that you have hired a new sales rep to make health care end user calls for them.

Questions:A. How do I put together a list of Heavenmade customers with sales over $25,000/year? B. How do I assign John McNamara to them?C. How do I send a bulk e-mail them?

​Here are the answers with instructions:

Scenario I. Management, sales rep change notification

A. How do I put together a list of current, active customers?

1. Click on "Customers" in the Shortcuts Panel [make sure you are in the Customer view - "Customers -> Customer View"]2. Change the column header "YTD 2009" to show an entire year's sales. On the menu bar, click on "Customers -> Change Sales Summary Dates"]​

​3. Change Sales Summary 2 Date Range "To 12/31/2009"4. Click "Ok"5. Click once on the column header with the dates selected [the inactive accounts or customers will be listed at the top of the list; click twice to show a top down list of customers

​B. How do I send a bulk e-mail to them?

6. Multi-select the inactive accounts.7. Right click and select "Filter Excluding Selection"8. On the Menu bar, click on "Customers -> Mail all contacts in List who have an E-mail Address"*9. The e-mail addresses will automatically populate the Bcc field.10. Add your notification in the body of the e-mail and click "Send"

* If you have hundreds or thousands of companies in your list, multi-select a smaller grouping before Step 8 in order to make the mailing go faster. You can cut and paste the notification from one e-mail to another. For example, select "A-D", "E-H", etc until you have sent the message to everyone on your list.

Scenario II. Heavenmade customers over $25,000 have John McNamara as new end user sales rep

A. How do I put together a list of Heavenmade customers with sales over $25,000?

5. In the Manufacturer column, right click on "Heavenmade -> Filter by Selection"6. Double click on the 2009 column header to see a top down sales view7. Multi-select the accounts under $25,0008. Right click and select "Filter Excluding Selection"

B. How do I assign John McNamara to them?

9. Multi-select the accounts over $25,00010. Right click and select " Bulk -> Update Companies' Categories11. Select the categories you have set up for this group [for example "HM+" to indicate the special status of this group of Heavenmade customers; "SR::JMcNamara" to indicate that John is going to be working with this group of Heavenmade customers]

Chances are you are going to want to update the contacts' categories at these companies

​1. On the menu bar, click on "Search -> Companies"2. Select "HP+" from the categories3. Multi-select the companies to include in the category change [most likely that would be all]4. Right click and select "Bulk -> Update Contacts' Categories"5. Check the box "HP+" and "SR::JMcNamara" 6. Click "OK"

Now both the Heavenmade customers with sales over $25,000 and the contacts at these companies will be part of this group.

C. How do I send a bulk e-mail to them?​1. If you want to send a message to the sales managers at these companies, on the Menu bar, click on "Search -> Contacts"2. Check "All" at the top of Categories3. Check "HP+"; "T::Sales Manager"4. Click "Ok"5. On the Menu bar, click "Customers -> Mail all contacts in List who have an Email Address"6. The e-mail addresses will automatically populate the Bcc field7. Add your notification in the body of the e-mail and click "Send"

The above scenarios are just two of the many reasons why you would choose to start with Customers instead of Companies when selecting a group. Please feel free to respond to this discussion if you have used Customers to define a group.

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